Position in BMY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$377,122
-$91,702 QoQ
Shares Held
6,545
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,712
of 2,506 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $13,165,231 across 9 Drug Manufacturers - General names. BMY ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
21,130 | $5,366,386 | |
| 2 | MRK |
Merck & Co., Inc.
|
29,582 | $3,801,287 | |
| 3 | ABBV |
AbbVie Inc.
|
12,957 | $3,260,499 | |
| 4 | BMY |
Bristol Myers Squibb Co
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|
6,545 | $377,122 | |
| 5 | PFE |
Pfizer Inc
|
10,117 | $243,617 | |
| 6 | NVS |
Novartis AG
|
370 | $57,986 | |
| 7 | BIIB |
Biogen Inc.
|
100 | $21,606 | |
| 8 | AMGN |
Amgen Inc
|
58 | $21,002 |
All Filings in BMY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,122 | 6,545 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $468,824 | 7,730 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $416,956 | 7,730 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $401,390 | 8,900 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $411,981 | 8,900 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $542,811 | 8,900 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $503,384 | 8,900 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $460,486 | 8,900 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $435,234 | 10,480 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $825,380 | 15,220 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $780,938 | 15,220 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||